See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,944 | $217,402-34.7% | $185,823-23.6% | $167,490-15.3% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 13.27% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,678 | $5,873-54.4% | $5,167-48.2% | $4,837-44.6% |
| Participant deferral / active EE | $9,864 | $6,356+55.2% | $5,568+77.2% | $6,341+55.5% |
| Admin fee / account holder | $4,430 | $19,811-77.6% | $16,237-72.7% | $12,309-64.0% |